complete category-scoped values, rules, and report parity

- Add category-bound date and numeric values
- Complete rule execution and conflict handling
- Expand Markdown and HTML report output

README.md

@@ -14,8 +14,9 @@ database with the `.agnd` extension.
 ## Features
 
 - Free-form items with multiline notes, priority, due dates, done dates, alarms,
-  numeric values, recurring schedules, and prerequisites. Completing a recurring
-  item creates its next dated occurrence and carries its alarm and filing forward.
+  independent date and numeric category values, recurring schedules, and
+  prerequisites. Completing a recurring item creates its next dated occurrence
+  and carries its alarm and filing forward.
 - Hierarchical categories with inherited membership and explicit many-to-many
   assignment and negative exclusions: an item exists once but can appear in many
   contexts.
@@ -23,14 +24,15 @@ database with the `.agnd` extension.
   `today`, `tomorrow`, `next friday`, `in 3 days`, and ISO dates.
 - Live views for all items, tasks, upcoming work, completed work, and a datebook.
 - Full-text search plus composable Boolean filters over text, notes, categories,
-  dates, done state, priority, numeric value, alarms, recurrence, and relative due
-  windows.
+  dates, done state, priority, category-scoped numeric values, alarms, recurrence,
+  and relative due windows.
 - Agenda-style View Manager and Category Manager screens with editable live
   view definitions, hierarchy, category kinds, match phrases, and exclusivity.
 - Persistent per-view columns, custom headings and widths, numeric aggregates,
   filtered multi-section layouts, collapsed sections, and view reordering.
-- User-authored category rules with a live match preview and deterministic actions
-  for assignments, exclusions, priority, value, dates, and completion.
+- Lotus-style live conditions and persistent actions with match previews,
+  reversible conditional assignments, category-scoped date/numeric ranges and
+  values, assignment removal, completion, structured export, and discard.
 - Marking and bulk completion, soft deletion with Trash recovery, sorting, and
   dependency visibility.
 - View-scoped CSV, JSON, Markdown, HTML, and iCalendar export, text/iCalendar
@@ -130,13 +132,14 @@ or build failure stops the gate.
 
 | Key | Action |
 | --- | --- |
-| Arrows or `h j k l` | Move selection / scroll |
+| Up/Down or `j`/`k` | Move between item rows |
+| Left/Right | Move between cells/columns |
 | `Insert` or `n` | Add a free-form item |
-| `F2` or `e` | Edit the selected item |
+| `F2` or `e` | Edit the selected item or bound value cell |
 | `F3` or `c` | Assign categories |
 | `F4` or `d` | Toggle done |
 | `F5` | Edit the item's note |
-| `F6` or `p` | Edit item properties |
+| `F6` or `p` | Edit priority, When, alarm, and recurrence |
 | `F7` or `Space` | Mark for bulk operations |
 | `F8` or `v` | View Manager |
 | `F9` | Category Manager |
@@ -167,7 +170,8 @@ as typed TOML at `~/.config/rogue-agenda/preferences.toml`. The screen controls:
 - carriage-return and item markers
 - autosave checkpoint interval and destructive-action confirmations
 - ISO, US, European, or long date display and 12/24-hour time
-- decimal and thousands separators
+- decimal and thousands separators for legacy unbound numeric displays; bound
+  numeric columns carry their own portable report formatting
 
 Greenscreen, Nord, and Catppuccin Mocha use dedicated selected-row
 foreground/background pairs with at least 7:1 relative-luminance contrast.
@@ -184,7 +188,8 @@ retention (`on-demand`, `on-close`, `end-of-day`, or `immediate`), completed-ite
 policy, automatic filing, numeric date order, first day of the week, default and
 named times, and note-editor tab width. `this week` and `next week` honor the
 chosen week boundary; `morning`, `afternoon`, and `evening` honor their configured
-times.
+times, plus whether Markdown/HTML reports include document/view headers and
+footers.
 
 Enumerated preferences and document settings use choice popovers, so values such
 as themes, yes/no switches, policies, date formats, and week boundaries cannot be
@@ -258,7 +263,9 @@ Open the View Manager with `F8`. Press `n` to create a view, `e` to edit one,
 `Ctrl-Up`/`Ctrl-Down` to reorder it, or `Delete` to remove it.
 
 Boolean filters use `and`, `or`, `not`, and parentheses. Available predicates
-include `text~rust`, `note~budget`, `category=Work`, `priority<=2`, `value>100`,
+include `text~rust`, `note~budget`, `category=Work`, `priority<=2`,
+`numeric:Hours>7`, `numeric:Cost inside 100..500`,
+`date:"Review Date" outside 2026-08-01..2026-08-31`,
 `done`, `open`, `dated`, `undated`, `due<=7d`, `overdue`, `has-note`, `alarm`,
 `recurring`, and `nonrecurring`.
 For example:
@@ -267,15 +274,32 @@ For example:
 category=Work and open and (priority<=2 or due<=3d)
 ```
 
-Columns use `field:width:heading:aggregate`, separated by commas. Fields are
-`item`, `categories`, `when`, `priority`, `note`, `value`, `done`, `alarm`,
-`recurrence`, `created`, and `updated`; aggregates are `none`, `sum`, `avg`,
-`count`, `min`, or `max`.
+Columns use `field:width:heading:aggregate`, separated by commas. Ordinary fields
+are `item`, `categories`, `when`, `priority`, `note`, `done`, `alarm`,
+`recurrence`, `created`, and `updated`. Category values use `numeric[Category]`
+or `date[Category]`; aggregates are `none`, `sum`, `avg`, `count`, `min`, or
+`max`. A view may sort by a bound field such as `numeric[Hours]`.
 
 ```text
-item:55:Action:none,when:25:Due:none,value:20:Cost:sum
+item:55:Action:none,when:25:Due:none,numeric[Cost]:20:Cost:sum
 ```
 
+Numeric columns accept optional formatting fields after the aggregate:
+`label:decimals:decimal-separator:thousands:negative:percent:alignment`.
+Decimal separator is `dot` or `comma`; thousands is `comma`, `dot`, `space`, or
+`none`; negative style is `minus`,
+`parentheses`, or `trailing`; use `percent` to add a non-editable `% of total`
+companion column.
+
+```text
+numeric[Cost]:20:Cost:sum:$:2:dot:comma:parentheses:percent:right
+```
+
+Count counts populated numeric cells, not section rows. Total, Average, Minimum,
+and Maximum use only the bound category's populated values. Left/Right selects a
+cell; `F2` edits a bound numeric or date value. `#HIGHLIGHT_VALUE` and
+`#HIGHLIGHT_TYPE` follow that cell for macro arithmetic.
+
 Sections use `heading|filter`, separated by semicolons. Add `|collapsed` to make
 a section initially collapsed.
 
@@ -286,14 +310,22 @@ Urgent|priority=1;Upcoming|due<=7d;Someday|undated|collapsed
 ## Automatic category rules
 
 Open the Category Manager with `F9`, then create or edit a category. In addition
-to simple match phrases, each category can have a Boolean rule condition and an
-action. The form previews how many existing items match before saving.
+to simple match phrases, each category can have a Boolean condition and an
+action. The form previews how many existing items match before saving. A true
+condition creates a live conditional assignment to the category being edited;
+that assignment is withdrawn when the condition becomes false, without removing
+an explicit assignment. This lifecycle is independent of automatic text filing.
 
-Actions use `action:value`: `assign:Category`, `exclude:Category`, `priority:1`,
-`value:125.50`, `when:tomorrow at 3pm`, `alarm:tomorrow at 2pm`,
-`repeat:weekdays`, or `done:true`. `assign:` with no value assigns the category
-being edited. Rules are reapplied to existing information and whenever an item
-changes.
+An action fires once when an item enters the category and creates a persistent
+change. Actions use `action:value`: `assign:Category`, `exclude:Category`,
+`remove:Category`, `priority:1`, `numeric:Hours=7.5`,
+`date:Review Date=tomorrow`, `when:tomorrow at 3pm`,
+`alarm:tomorrow at 2pm`, `repeat:weekdays`, `done:true`,
+`export:jsonl|archive.jsonl`, or `discard:true`.
+
+Use `F10`, then `u`, for Utilities Execute. It reapplies conditions and actions
+to the current item, marked items, current section, current view, or whole
+document. `F10`, then `f`, shows circular/non-converging rule conflicts.
 
 ## Recurring work
 
@@ -301,7 +333,8 @@ Open item properties with `F6` and set a recurrence to `daily`, `weekdays`,
 `weekly`, `monthly`, `yearly`, or a rule such as `every 2 weeks`. The item must
 have a When date. Marking it done preserves the completed occurrence and creates
 the next open occurrence. Rogue Agenda shifts its alarm by the same interval and
-copies its note, priority, numeric value, recurrence, and explicit category
+copies its note, priority, recurrence, explicit category assignments, and
+category-scoped date/numeric values
 assignments. iCalendar import and export maps these schedules to `RRULE`.
 
 ## Design notes